Using Your CRM To Help Build Advisor Relationships
June 26, 2023 | Marketing Intent
It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors.
The Purpose of a CRM System
Your CRM system should hold all the information you need about your prospects and your clients to build your relationship and track interactions. Personal information, trade information, sales interaction information, marketing engagement information, meetings. All of this should be right at your fingertips and easy to navigate to provide an overall picture of each advisor.
